Microsoft Dynamics Review
Microsoft Dynamics CRM Online is a user-friendly and affordable CRM software, particularly for Microsoft Office users. While there are some missing features, the product is still a simple solution with minimal headache and an appealing uptime guarantee.
The Microsoft Dynamics CRM Online interface looks and feels a lot like Windows 8. The menu system is easy to navigate and includes quick access to sales, marketing, and other relevant options. You also have the ability to switch between dashboards and to customize each dashboard with the metrics and information you value the most.
Powerful reporting capabilities
Select from a large list of prebuilt reports, slice and dice data in Excel pivot tables, and create custom reports through the report wizard or through the SQL Server Reporting Service (SSRS). You can open up an Excel file containing a report and refresh it directly from the file without having to go into your CRM application. Dashboards offered by Microsoft Dynamics CRM Online are slightly a cut above the rest. They offer you the ability to drill down into sub-data, modify the layout, and obtain in-line data visualization, giving users the ability to visualize data through intelligent charts and graphs.
Great online support
The online resource center contains useful material that helps you get started with and continue using Microsoft Dynamics CRM Online. You can view what’s new with the product, quick-start guides, popular searches, training videos, a knowledge base, FAQs, forums, and the CRM team blog. Forums enable you to search for a solution to an issue you’re having or post a new question. Moderated by support engineers and product group team members, this is a good channel of technical support for the product. Additionally, the Facebook page is useful for solving problems.
Organized data management
You can configure Microsoft Dynamics CRM Online to track changes on certain record types and fields, and record data such as the change made, the time and date, and the user who made the change. The auditing tool helps you conduct user training, drive efficient processes, and keep compliance with internal and external regulations. You can also eliminate duplicate data to help maintain data quality. Rules can be created for multiple fields. For example, you can create a rule to check for duplicate contacts if they have the same name and email address.
Excellent uptime guarantee
Microsoft offers a guaranteed uptime with a 99.9% financially backed service level agreement for its online CRM solution. This is a great way to provide peace of mind for customers, especially larger organizations that rely more heavily on their CRM software.
Mediocre marketplace for third-party solutions
Through Pinpoint, you can find available applications to integrate with Microsoft Dynamics CRM Online. This is a very small marketplace with not enough user ratings, which limits your ability to easily find third-party solutions to further extend your CRM capabilities
- Contract Agreement: Annual
- Data Storage: 5GB
- Free Trial: 30 days
- Monthly Rate : $15 - $65/user
- Number of Users: 5 - Unlimited
- Monthly Rate: $65/user
- Number of Users: Unlimited (5 minimum)
- Data Storage: 5GB